Time spent on data entry can be tedious and time-consuming for any sales team. Learn how to embed GetFeedback surveys within Salesforce Flow Actions to drive operational efficiency and increase accuracy of record updates, helping your on-the-go team automate data entry.
1. Increase Data Quality, Reduce Clicks, and Drive Key Business Processes
with CRM Embedded Surveys
GetFeedback
Flow Templates
2. in revenue is lost every
year due to inefficiencies
from manual data entry
30%
Data lies at the heart
of your business
Data influences critical business decisions.
Manual data entry is time-consuming and creates a
higher margin for error.
Bad data can also result in a poor customer
experience.
Source: icrunchdata, Are Small Mistakes Making Your Business Data Inaccurate,
2017
3. How do you improve operational efficiencies
and reduce errors?
4. GetFeedback for Salesforce
Beautiful, branded, mobile-friendly surveys. In context, after every customer
interaction, across any channel. Seamlessly integrated with Salesforce.
5. INTRODUCING
GetFeedback
Flow Templates
Embed surveys directly in Salesforce screen flows to
provide an easy-to-use interface that simplifies data
collection from your teams.
Using clicks instead of keystrokes, you can reduce
input errors and garner higher quality data that
improves business outcomes.
6. Modernize your data
collection
GetFeedback Flow Templates helps your
business run more efficiently so you can
improve your data and protect your bottom
line.
IMPROVE DATA QUALITY
✔ Easy-to-use surveys reduce manual input errors
✔ Survey logic customizes data for each scenario
IMPROVE OPERATIONAL EFFICIENCY
✔ Surveys can be updated without coding changes
✔ Data is instantly captured in Salesforce
✔ Next steps are automated for streamlined workflows
7. How does it work?
Launch GetFeedback Flow Templates in five simple steps.
1. Install GetFeedback Flow Actions from the Appexchange
2. Add the GetFeedback component to your screen flow
3. Build your survey in GetFeedback and attach to the component
4. Add variables for logic-based functions
5. Launch your Flow Action
8. Rapid Lead
Qualification#1
Field Rep Partner
Interview
Product
Recommendations
When should GetFeedback
Flow Templates be used?
Let’s explore a few use cases to better
understand when this functionality can and
should be used.
#2
#3
18. Stop by our booth to get more information
and sign up for a free trial today.
www.getfeedback.com/salesforce-events
Want to learn more?
Notes de l'éditeur
SHONNAH: Data lies at the heart of your business and is used to influence critical decisions. To collect this information, most companies rely on manual data entry that is not only time-consuming but also creates a higher margin for error. A seemingly trivial mistake, like an extra space or punctuation mark, can actually skew your data substantially, which can have a serious impact on your business. In fact, companies lose almost 30% in revenue every year due to these inefficiencies (link).
By replacing open text forms with surveys, businesses can guide employees through a process to increase operational efficiency and dramatically reduce data entry errors.
SHONNAH: That’s where GetFeedback comes in. GetFeedback powers brands with the survey solution they need to exceed customer expectations. Build beautiful, branded, mobile-friendly surveys that are seamlessly integrated with Salesforce then customize your data mappings to easily manage your feedback and quickly surface actionable reporting. In addition to gathering customer feedback, this flexible tool can also guide you through complex business processes and improve operational efficiency.
.
SHONNAH: Embed surveys directly in Salesforce screen flows to provide an easy-to-use interface that simplifies data collection from your teams. Using clicks instead of keystrokes, you can reduce input errors and garner higher quality data that improves business outcomes.
SHONNAH: GetFeedback Flow Templates helps your business to run more efficiently so you can improve your data and protect your bottom line.
Improve data quality:
Unlike manual data entry, surveys are visually appealing and easy-to-use. This reduces errors and provides higher quality data for your business.
Survey logic takes users down different paths to customize data for each scenario
Improve operational efficiency:
Surveys can be easily updated in the GetFeedback app, which means zero coding changes required
Data is immediately captured directly in Salesforce so it’s instantly accessible and actionable.
Next steps, like support cases or upsell opportunities, are automated with GetFeedback Custom Mapping, Conditional Mapping, GetFeedback Actions and follow-on Flow nodes from 3rd parties
DANNEL: So, how does it work? Set up is simple and you can launch Flow Actions in five simple steps.
First, you’ll install GetFeedback Flow Actions. One quick point of clarification, Flow Actions are the components that brings the survey into your flow and Flow Templates are example projects using the Flow Action components.
Then add the GetFeedback survey component to your screen flow
Once that’s complete, you’ll use GetFeedback to build your survey and attach it to the component
Then add variables for logic-based functions
Then launch your Flow Action so your teams can start collecting data with ease
A Sales Development Rep (SDR) connects with their prospect on the phone
The SDR taps a Quick Action button on their Lead page layout to begin the process
This launches a screen flow presenting a guided questionnaire using survey skip logic to display the appropriate next questions on the call based on prior answers
After the call, lead is automatically updated with qualification outcome data per business rules baked into survey mapping rules
A Regional Manager (RM) visits retail locations and speaks with the store manager
In Salesforce1, the RM launches a screen flow to help guide the conversation
The screen flow gathers the details of the location and its parent account, and launches a survey
Based on which product lines are carried at the location, a customized questionnaire is shown
RM discusses ability to sell more of existing product lines, or take on new product lines
As the store manager provides responses, answers are input with a single tap
At the end of the conversation, feedback data is synced to salesforce, and new opportunities are automatically created if the store manager expressed interest in purchasing more
A Direct Sales Consultant in the Beauty industry meets in person with their client
They are logged in to a Partner Portal via their tablet where they open their client’s contact record
They launch a screen flow containing a needs assessment questionnaire, and hand the tablet to their client
After completing the questionnaire, product preferences are automatically attached to the contact as a Custom Product Preferences Object
Then, Einstein Product Recommendations kicks in and presents the client with a personalized list of recommended products
The client adds products to the cart and completes the transaction right there on the spot
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